JUST THE BLOCKCHAIN ESSENTIALS

Fifth Era/Blockchain Coinvestors Newletter

Vol. 3, No. 1, January 2021

We wish you a wonderful new year full of opportunities and growth.

We can't ignore what has been happening in the markets - public, private and of course blockchain and crypto. Quite extraordinary. We count ourselves very fortunate to have been investing for 8 years in blockchain and crypto and we are now entering our 25th year of investing in Silicon Valley Internet and fintech companies. How the time flies.

Since 2014 our goals have been to provide broad coverage of the emerging unicorns and fastest growth blockchain companies and to capture superior returns from investing in the leading blockchain venture partnerships. The strategy is now entering its 8th year, and so far we are investors in 20 pure-play blockchain venture funds in the Americas, Asia, and Europe and in a combined portfolio of more than 250 blockchain and crypto projects including 20 blockchain unicorns. Simply put, our funds, SPVs, and syndicates represent the best way to invest in blockchain businesses.

Over the last few weeks, we have had a number of you ask us "Is it too late to invest into blockchain and crypto?" When we say no,  we are only beginning the transition to digital monies and assets and much more innovation is still to come, the predictable next question is "how can I learn more?" We have given that some serious thinking. Our Internet, fintech, and blockchain experience and access has taken a long time to accumulate. How can we best pass our knowledge on to those who want to catch up fast?

Then we received a really great year end gift from Matt Walsh and Nic Carter at Castle Island Ventures, which is one of the fund managers that we invest behind. It was a simple and concise set of links for anyone wishing to get up to speed fast. Since imitation is the greatest form of flattery, we have taken that starter list and edited it, and added to it to create our own "Just The Blockchain Essentials" resource for any investor wanting to make sure they don't miss out again in 2021. We plan to add to this over time, so check back in once you have worked your way through this first version. 

JUST THE BLOCKCHAIN ESSENTIALS
What any Investor Needs to Know About Blockchain and Crypto.

Macro Context: The Era of Unprecedented Innovation that we are Living Through

Introduction to Bitcoin

Why Scarce Monies Matter

 Essentials for Investing in Blockchain and Crypto 

Digital Assets and Decentralized Finance (DeFi) 

 Podcasts 

Newsletters 

 Books for Those with More Time 

This may seem like a lot to get started, but conversely, it is not that much when you consider that we are living through the greatest value creation and wealth accumulation event that the world has ever seen and some of the key insights for investors wishing to participate are captured in these resources.

We hope you enjoy reading and listening to them.

Alison Davis
Matthew C. Le Merle

Blockchain Coinvestors AngelList Syndicate

The Blockchain Coinvestors AngelList syndicate is now live. The first investment opportunity has closed and the second is about to. We intend to use this channel for investors who prefer to invest in smaller increments. Feel free to reach out if you have any questions.

Click here to go to our Syndicate page on AngelList.

Fund Performance & Access

Blockchain Coinvestors Funds are continuing to generate strong returns. To date, over 80% of the funds we are invested in are performing as top quartile funds against the Cambridge Associates benchmark. This remarkable performance results from powerful tailwinds driving the world towards a future in which digital monies and digital assets are ubiquitous and the businesses and projects providing blockchain and crypto products, services, and infrastructure benefit disproportionately.

Blockchain Coinvestors funds are open to Accredited Investors and can take investments via IRAs. We support several providers, including Millennium Trust Company and Pacific Premier Trust Company (Pensco).

Our coinvestment program provides opportunities to invest into the follow-on rounds of the most promising of our combined portfolio of 250 and more blockchain companies.

Please visit the Blockchain Coinvestors website to learn more about our offerings. You can also reach our Investor Relations team directly at ir@fifthera.com.

Register Now For Our Upcoming Webinars

Curious about ways to invest in Blockchain or Crypto? Please join us for this webinar where we discuss the possibilities available to investors. 

Options for Investing in Blockchain and Crypto, Jan 18th at 7:00am PST
Options for Investing in Blockchain and Crypto, Jan 18th at 12:00pm PST

Blockchain technology investing isn't just for individuals. There are many good reasons that institutional investors should start looking more closely at blockchain investments. 

Institutional Investors - Making the Case for Blockchain, Feb 1st at 7:00am PST
Institutional Investors - Making the Case for Blockchain, Feb 1st at 12:00pm PST

Our webinar library can now be found at www.fifthera.com/webinars.

Upcoming Events

Blockchain & Booze
Join Draper Goren Holm and Blockchain Coinvestors for a free online roundtable discussion and networking event. Learn more and register for the event at blockchainbooze.io. 
January 12, 2021 at 5pm PST 

Tokenising carbon credits- the world’s first tradable carbon token
Register here for this free event at Crypto Curry Club and learn more about the digitalization of REDD+ carbon credits - allowing anyone to buy, hold, sell or retire carbon credits and help the war on climate change in the process. January 20, 2021 at 8:00 AM PST

Appearances in 2020

We had the honor of presenting at multiple online conferences this year. A selection follows. Click links to listen to any you may have missed:

  1. Inspired Insider: Early-stage investing hack and emerging opportunities

  2. The Executive Connection (TEC): The future of the digital economy

  3. Digital Future: Why Digital Monies Change Everything for Business on VoiceAmerica podcast.

  4. Investor Connect podcast with host Hall Martin: Early-stage investing and "The Intelligent Investor: Silicon Valley"

  5. Reimagine 2020: The new investment frontier, blockchain infrastructure innovation, and how the current environment is setting us up for the next decade.

  6. On The Brink: How to make sense of Digital Monies and Assets


We thank you once again for your support, and we hope that in this challenging time you and your family and loved ones are staying safe and healthy. 

Best wishes,

Alison Davis
Matthew C. Le Merle

To Learn More About Us:

Fifth Era - Our private investment office focused on digital technologies, fintech and blockchain. Also the manager of Blockchain Coinvestors. Click here to learn more.

Blockchain Coinvestors - Our second blockchain venture fund of funds, offering unparalleled access to the top blockchain companies. Click here for an overview and materials. We have a very limited number of spots available.

Blockchain Coinvestors AngelList - Our syndicate on AngelList providing access to rounds that we are investing in. Blockchain, Crypto and Fintech. Click here to go to our Syndicate page on AngelList.

The Intelligent Investor: Silicon Valley on sale now!

From the bestselling authors of The Fifth Era, Corporate Innovation in the Fifth Era, and Blockchain Competitive Advantage comes a new book full of practical wisdom for investors and entrepreneurs from 50 leading Silicon Valley angels and venture capitalists.

Matthew Le Merle